Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,390,329
-$3,365,878 QoQ
Shares Held
1,027,801
-1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#361
of 6,189 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GROUPAMA ASSET MANAGMENT holds $581,670,339 across 10 Software - Infrastructure names. MSFT ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,027,801 | $383,390,329 | |
| 2 | PANW |
Palo Alto Networks Inc
|
531,922 | $181,396,040 | |
| 3 | MDB |
MongoDB, Inc.
|
13,743 | $4,616,273 | |
| 4 | ORCL |
Oracle Corp
|
26,447 | $3,875,807 | |
| 5 | FTNT |
Fortinet, Inc.
|
23,969 | $3,682,117 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
17,516 | $2,043,591 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,840 | $1,686,539 | |
| 8 | SNPS |
Synopsys Inc
|
1,001 | $446,516 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,390,329 | 1,027,801 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $386,756,207 | 1,044,807 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $511,265,653 | 1,057,164 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $556,548,151 | 1,074,521 | Shares | Sole | 2025-12-01 | |
| 2025-09-30 | $5,670,561 | 5,000,000 | Principal | Sole | 2025-12-01 | |
| 2025-06-30 | $5,449,911 | 5,000,000 | Principal | Sole | 2025-08-13 | |
| 2025-06-30 | $541,425,313 | 1,088,489 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,883,111 | 5,000,000 | Principal | Sole | 2025-05-14 | |
| 2025-03-31 | $383,975,920 | 1,022,872 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,976,484 | 2,000,000 | Principal | Sole | 2025-02-12 | |
| 2024-12-31 | $383,686,391 | 910,288 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $422,232,304 | 981,251 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $384,562,931 | 860,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $341,219,485 | 811,037 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $374,948,731 | 997,098 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||